Oracle isn't alone: These companies have layoffs scheduled for September 2026 as AI, restructuring and cost-cutting reshape jobs

Oracle is reportedly planning for another round of layoffs in September, but the technology giant is not the only company preparing to reduce its workforce as the month approaches. From AI-driven restructuring to office closures, corporate relocations and efforts to reduce costs, several companies have layoffs or workforce reductions scheduled to take effect in September 2026.

The scale and reasons vary from company to company, and not all of the planned reductions are directly related to artificial intelligence. However, the developments highlight a broader corporate push to operate with leaner workforces while redirecting spending toward technology, automation and other strategic priorities.

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Oracle

Oracle is at the centre of the latest wave of concern after reports that the company is preparing another round of layoffs before September 1, when its second fiscal quarter begins. According to Business Insider, managers have been asked to identify employees whose roles could be eliminated, with some teams potentially facing reductions in the double digits. Oracle has not publicly confirmed the reported new cuts.

The potential September cuts would come after Oracle reduced its workforce by about 21,000 employees, or roughly 13%, during fiscal 2026. At the same time, Oracle is making a massive investment in cloud and AI infrastructure. The company spent about $55.7 billion in capital expenditure during fiscal 2026 and has been raising billions of dollars to finance its infrastructure expansion.

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The contrast is striking: Oracle's cloud infrastructure revenue grew 77% year over year in fiscal 2026, even as the company continued to reduce headcount and increase spending on AI infrastructure.

Pinterest

Pinterest is another technology company whose workforce restructuring is closely tied to its AI strategy.

The company announced a restructuring plan in January that includes a reduction in force affecting less than 15% of its workforce. Pinterest said it expected to complete the plan by the end of its third quarter, which ends September 30, 2026.

Pinterest has explicitly linked the restructuring to its transformation efforts, including reallocating resources toward AI-focused roles and teams, prioritising AI-powered products and accelerating changes to its sales and go-to-market operations.


That makes Pinterest one of the clearer examples of how AI is influencing corporate workforce decisions: the company is cutting some positions while simultaneously shifting resources toward areas where it expects AI to drive future growth.

Samsung Electronics America

Samsung Electronics America is also facing a major workforce change in September, although its situation is different from Oracle's.

A New Jersey WARN notice listed 739 positions at Samsung's Englewood Cliffs headquarters as affected, with September 30 listed as the effective date. The changes are connected to Samsung's decision to relocate its U.S. headquarters from New Jersey to Plano, Texas.

However, the 739 figure should not be described as 739 confirmed layoffs. Samsung has said that many of the affected employees were offered relocation opportunities to Texas. Reuters reported that the company was reducing its New Jersey workforce as part of the headquarters move, while at least 100 employees in Texas had also been let go.

The company's restructuring comes as Samsung's consumer electronics operations face higher chip costs and intense competition, even as its semiconductor business benefits from strong AI-related demand.

eBay

eBay is preparing for another significant workforce change in September as it winds down its San Francisco office.

A California WARN filing lists 198 employees at eBay's San Francisco location as affected by a closure, with September 30, 2026, listed as the effective date.

The San Francisco office closure is part of eBay's broader effort to consolidate its operations. Reporting on the company's restructuring has also pointed to workforce reductions elsewhere, making the September closure part of a wider effort to streamline the e-commerce company's operations.

Emerson

Emerson is another company with a September workforce reduction, although its cuts are linked to a facility closure rather than an AI-focused restructuring.

The industrial technology company filed a WARN notice covering 139 employees at its Charlottesville, Virginia, operation. The layoffs are scheduled to take effect on September 30, 2026, as Emerson closes the operation.

The development illustrates that September's job cuts are not limited to the technology sector. Companies across industries are also adjusting their physical footprints and workforce requirements as they restructure operations.

Gerresheimer

German pharmaceutical and healthcare packaging company Gerresheimer also has September workforce reductions listed in U.S. WARN filings.

The company has a New Jersey filing covering 139 positions effective September 1, 2026, along with another Illinois filing covering 171 positions effective September 30. Together, the two filings cover 310 positions.

A broader shift in corporate hiring

The September schedule does not necessarily represent a single coordinated wave of layoffs. The companies are cutting jobs for different reasons, ranging from AI investment and restructuring to office consolidation, facility closures and corporate relocations.

Still, the timing offers a glimpse into how companies are approaching workforce planning in 2026. Businesses are increasingly trying to redirect spending toward AI, automation, cloud infrastructure and other areas expected to generate future growth while reducing expenses in parts of their existing operations.

Oracle's situation is particularly notable because its reported new cuts come despite strong demand for its cloud infrastructure. Pinterest provides another direct example of AI influencing workforce allocation, while Samsung and eBay show how corporate restructuring and changes in physical operations can also translate into job losses.

For workers, the developments underline a changing employment landscape in which companies can simultaneously invest billions in new technology and reduce thousands of existing positions.

And with September still ahead, more workforce reductions could emerge as companies finalise their third-quarter budgets and restructuring plans.